The creation and issuance process includes just two easy steps:

Let's dive into the details below! 🚀

Once you are signed in, navigate to the Credentials tab in the left sidebar and select Credential Templates.

A Credential Template is where you set everything up before issuing: you give it a name and choose its appearance (the certificate and/or badge design). Think of it as the foundation for all the credentials you'll send out.

To get started, press the Create Credential Template button.

The first thing you need to do is give your Credential Template a name. Be careful with spelling – this name appears on the Public Issued Credential page, in the Issuer Portal (Advanced plan) and in the [group.name] attribute.

Next, choose one or more designs for your credential – there are six formats: certificate, badge, transcript, training record, assessment and letter.
​
A template holds up to 2 designs on Starter and up to 10 on Professional/Advanced. You can reorder them, and the first one is shown first. The design is the visual appearance of the credential that your recipients will get.

Just select the design(s) and press Add to Credential Template.

With the name and appearance selected, you can hit the Create Credential Template button to save your Credential Template.

Then, you can go directly to the issuing process by pressing the Issue Credentials button - you will be redirected to Step 2 and start issuing credentials!

This is where the attribute magic begins! From your Credential Template, press the Issue Credentials button to start.

You can issue credentials in two ways:

If you're not sure what the spreadsheet should look like, download a template directly from Certifier. It includes two columns: Recipient Name and Recipient Email.

The values in the Recipient Name column will automatically replace the [recipient.name] attribute on your design, and, if you include them, the emails are used to deliver credentials to your recipients. Accepted files are CSV, XLS and XLSX.

You can expand the spreadsheet by adding extra columns for any other attributes you use in your design. Custom attributes are created in Workspace Settings → Attributes. Starter is limited to 5 custom attributes, text only.

Once your spreadsheet is uploaded, you'll need to map (link) its columns to the attributes on your design. This can happen automatically if your column names match the attribute names. Every column must be mapped or skipped before you continue. Invalid rows are skipped at issuance, not blocked.

After mapping, you'll reach the Summary Screen, where you can preview before issuing. Then choose:

Once your credentials are issued, you can download them, resend them, or delete them from the Credentials list. If an issuance is interrupted, you can resume it.

Once you've set up your credential template and issued your first credentials, you can take it a step further and automate the process.

Choose from our native automations, API, Forms, Webhooks, or third-party integration tools like Zapier or Make. Explore all available automations in the Integrations tab.

If you want to dive into more advanced settings, check out these guides:

And of course, if you still have some questions, do not hesitate to contact us via the chat icon or email us directly: [email protected]